Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal Pharma. Sun Pharma’s domestic capex is a positive. The auto sector shows robust volume growth and price hikes, with PV and two-wheeler players like Maruti Suzuki, M&M, TVS, Eicher, and Bajaj Auto favored.
9 large-cap stocks that surged over 50% in the first half of FY27
Among these, we highlight 9 large-cap stocks that have surged over 50% in the first half of FY27 so far, significantly outperforming the benchmark. (Data
October 3, 2026